Lynnette Iglesias

Bawa N Mallick Trust

Assets Managed

$244.163M

Holdings

Last Quarter

2026 - Q1

Filed Date

15d ago

Growth Rate

-9.32%(2Q avg: -3.71%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bawa N Mallick Trust's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Bawa N Mallick Trust over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 244.163M in assets, with a quarterly growth rate of -9.32% and a 2-quarter average growth rate of -3.71%. The portfolio is managed by Lynnette Iglesias, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPY Spdr S&p 500 Etf Trust Recent Activity	28.61%	$69.847M 107,400 shares@ $650.34 avg price
QQQ Invesco Qqq Trust Series 1 Recent Activity Decreased -1.49%	15.76%	$38.48M 66,668 shares@ $577.19 avg price	Decreased -1.49%
IWF Ishares Russell 1000 Growth Recent Activity	3.42%	$8.336M 19,550 shares@ $426.4 avg price
VOO Vanguard S&p 500 Etf Recent Activity	3.38%	$8.247M 13,801 shares@ $597.55 avg price
VTI Vanguard Total Stock Mkt Etf Recent Activity	3.16%	$7.699M 24,000 shares@ $320.81 avg price
IVV Ishares Core S&p 500 Etf Recent Activity Decreased -20.92%	3.08%	$7.512M 11,500 shares@ $653.21 avg price	Decreased -20.92%
IUSG Ishares Core S&p U.s. Growth Recent Activity Decreased -26.33%	2.35%	$5.736M 36,980 shares@ $155.11 avg price	Decreased -26.33%
VUG Vanguard Growth Etf Recent Activity	2.29%	$5.569M 12,750 shares@ $436.8 avg price
VV Vanguard Large-cap Etf Recent Activity	2.27%	$5.529M 18,500 shares@ $298.85 avg price
SCHB Schwab Us Broad Market Etf Recent Activity	2.19%	$5.326M 212,190 shares@ $25.1 avg price

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